MWP
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Meriwether Wealth & Planning’s Procter & Gamble PG Stock Holding History

Meriwether Wealth & Planning’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$252K Buy
1,720
+50
+3% +$7.28K 0.13% 104
2026
Q1 		$241K Sell
1,670
-69
-4% -$10.5K 0.13% 107
2025
Q4 		$249K Buy
1,739
+14
+0.8% +$2.06K 0.14% 104
2025
Q3 		$265K Sell
1,725
-97
-5% -$15.2K 0.15% 94
2025
Q2 		$290K Buy
1,822
+2
+0.1% +$326 0.18% 89
2025
Q1 		$310K Sell
1,820
-191
-9% -$32K 0.2% 85
2024
Q4 		$337K Buy
+2,011
New +$342K 0.24% 75

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Meriwether Wealth & Planning's PG Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Procter & Gamble (PG) stake by 3% in Q2 2026, buying an estimated $7.28K and bringing the position to 1,720 shares worth $252K. The position accounts for 0.13% of the portfolio, ranked #104.

Meriwether Wealth & Planning first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $337K in Q4 2024. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Meriwether Wealth & Planning held 1,720 shares of Procter & Gamble worth $252K as of Q2 2026.
  • Meriwether Wealth & Planning bought 50 Procter & Gamble shares in Q2 2026, an estimated $7.28K.
  • Procter & Gamble made up 0.13% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #104 holding.
  • Meriwether Wealth & Planning first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Procter & Gamble position peaked at $337K in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.